Integrity Alliance’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Integrity Alliance’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.54M	Buy	10,380 +1,208	+13%	+$166K	0.05%	273
2026 Q1	$1.14M	Sell	9,172 -2,812	-23%	-$357K	0.04%	275
2025 Q4	$1.44M	Buy	11,984 +4,100	+52%	+$490K	0.05%	259
2025 Q3	$937K	Sell	7,884 -1,909	-19%	-$220K	0.04%	267
2025 Q2	$1.07M	Sell	9,793 -2,265	-19%	-$234K	0.06%	217
2025 Q1	$1.26M	Sell	12,058 -8,232	-41%	-$929K	0.05%	245
2024 Q4	$2.34M	Buy	+20,290	New	+$2.42M	0.25%	59

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Integrity Alliance's IJR Position: Q2 2026 in Review

Integrity Alliance increased its iShares Core S&P Small-Cap ETF (IJR) stake by 13% in Q2 2026, buying an estimated $166K and bringing the position to 10,380 shares worth $1.54M. The position accounts for 0.05% of the portfolio, ranked #273.

Integrity Alliance first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q4 2024. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Integrity Alliance held 10,380 shares of iShares Core S&P Small-Cap ETF worth $1.54M as of Q2 2026.
Integrity Alliance bought 1,208 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $166K.
iShares Core S&P Small-Cap ETF made up 0.05% of Integrity Alliance's portfolio in Q2 2026, its #273 holding.
Integrity Alliance first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Integrity Alliance's iShares Core S&P Small-Cap ETF position peaked at $2.34M in Q4 2024.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.